You’ve just taken an important step.

Welcome to Stevenson Financial Group. You’re about to begin a rewarding
journey in growing and protecting your financial wellbeing through all of your
life stages and events. Whether you’re just setting up your home, growing your
family, looking for that next big holiday, or starting to think about retirement,
we’re here to guide you along your own path.

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Are you ready to reach your goals?

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Stevenson Financial Group plays a keyrole in helping you achieve your dreams!

With a reliable and empathetic team behind you, you can breathe deeply knowing that your wealth is taken care of. At Stevenson Financial Group, we don’t just give you a templated plan and then check in once a year. We work hand-in-hand with you to ensure that you can identify your financial situation, understand your obstacles and options, and make the best decisions to secure the most satisfying and protected future for yourself and your family.

More about our services here

Nigel Stevenson has been my family’s financial advisor for approximately 20 years. Not only has he provided financial advice to my wife and I but also to our 3 adult children, my mother and one of my siblings and her family. I have referred many friends and associates to him. Most of those people are now his clients.

Nigel’s knowledge of superannuation and other financial matters is outstanding. I have full confidence in him. Such has been his advice that my wife and I retired well in advance of when we had anticipated that we would be able to. I sleep well at night in the knowledge that my money has been invested prudently by Nigel.

Nigel is dedicated to us as clients and knowing him I believe he would have the same approach to all his clients. Everyone I have referred to him is more than satisfied with his advice.

Shane Butler

Nigel Stevenson

NUMBERS SPEAK

$0

average Australian household income

Source SMH.com.au

0%

of Aussie families have no life insurance

Source SMH.com.au

0%

of Australians don't know how much they have in Super

0%

of Australians don't have a will

Source News.com.au

Financial Advice

> Cash flow
> Building wealth and investing
> Estate planning
> Retirement planning

Superannuation

> Maximizing your super balances
> Consolidating super funds
> Structuring insurances via super
> Self-managed super funds

Mortgage Broking Services

> Mortgage broking services
> First homebuyers
> Debt consolidation
> Self-managed super fund loans
> Investment loans
> Construction loans

Personal Insurance

> Life and disability cover
> Trauma cover
> Income protection
> Buy / sell insurances
> Key person insurance

Investments

> Building investment portfolios
> Planning kids' education & future
> Debt recycling
> Gearing strategies & advice

Retirement Strategies

> Transition to retirement
> Make your retirement money last
> Age pension / Centrelink
> Tax effective income stream
> Annuities

Aged Care

> Reduce aged care costs
> Strategies for the aged care process

About

> Services
> About Us
> News
> Contact Us

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